LHC

Little House Capital Portfolio holdings

AUM $387M
1-Year Est. Return 27.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$435M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.76M
3
+$1.64M
4
ASML icon
ASML
ASML
+$1.32M
5
CVX icon
Chevron
CVX
+$1.3M

Top Sells

1
+$3.37M
2
+$3.07M
3
+$2.9M
4
ORCL icon
Oracle
ORCL
+$2.86M
5
CB icon
Chubb
CB
+$1.79M

Sector Composition

1 Technology 27.12%
2 Financials 10.58%
3 Communication Services 8.32%
4 Industrials 5.73%
5 Consumer Discretionary 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.87M 0.43%
16,617
+696
52
$1.85M 0.43%
+10,070
53
$1.84M 0.42%
+1,575
54
$1.83M 0.42%
10,733
+66
55
$1.81M 0.42%
41,220
+581
56
$1.8M 0.41%
5,923
+70
57
$1.71M 0.39%
14,234
+773
58
$1.68M 0.39%
2,667
+309
59
$1.62M 0.37%
31,403
+2,238
60
$1.53M 0.35%
6,193
+183
61
$1.53M 0.35%
3,116
-2,040
62
$1.49M 0.34%
6,288
+1,648
63
$1.42M 0.33%
4,632
+77
64
$1.42M 0.33%
5,045
+95
65
$1.42M 0.33%
21,353
+217
66
$1.39M 0.32%
6,430
+139
67
$1.37M 0.32%
3,316
+51
68
$1.34M 0.31%
6,580
-309
69
$1.33M 0.3%
7,673
-87
70
$1.32M 0.3%
+7,918
71
$1.29M 0.3%
15,421
-9,815
72
$1.29M 0.3%
13,529
+755
73
$1.19M 0.27%
50,625
+1,018
74
$1.19M 0.27%
26,319
+1,291
75
$1.19M 0.27%
53,523
+1,093
1 2
3
4 5